Tax Preparation
Don’t overpay on your tax return. Speak to an expert to learn about deductions and credits.
Individual & Family
- 1040 Fed & State Tax Return Optimization
- Equity income (RSUs, ISOs, ESPPs)
- Crypto Currency Taxation (Staking, Airdrops, APY, etc)
- Tax Credit Evaluation (Earned Income, Education, etc)
- Temporary Tax Credit Qualification (CAREs Act)
- Retirement/Estate Planning
- 401(k)s, IRAs, HSAs, FSAs, 529s and more
- Section 1031
- Revocable/Irrevocable Trusts
- Estimated Tax Payments
Business Tax Prep
- 1065, 1120, and 1120s Returns
- NOLs deployment and income smoothing
- Paper-losses and depreciation application
- Self-employed strategy (S-401ks, SEPs, QBI, etc.)
- Legal tax sheltering
- Pro-active tax advice on capital asset purchases
- Tax Credits including R&D and Employee Retention Credit (ERC)
